Fifteen tracked analog semiconductors stocks reported satisfactory Q4 results, with revenues beating consensus estimates by 0.7% and next quarter guidance above expectations. However, share prices have declined 4.7% on average since the latest earnings. Onsemi reported revenues of $1.53 billion, down 11.2% year on year, meeting analysts' expectations. The company's next quarter revenue guidance slightly missed expectations. The stock has fallen 2.6% since reporting and trades at $63.40. Skyworks Solutions posted the strongest results amongst peers, with revenues of $1.04 billion, down 3.1% year on year but beating estimates by 3.4%. Despite outperforming on earnings per share and adjusted operating income, the stock declined 1.7% following the announcement and trades at $55. Analog chip demand remains linked to overall economic growth.

Onsemi has secured a design win with Sineng Electric to power its 430 kW liquid-cooled energy storage systems and 320 kW utility-scale solar inverter. The deal will feature onsemi's latest-generation hybrid power integrated module combining FS7 insulated-gate bipolar transistor and EliteSiC technology. The technology delivers improved efficiency and higher power density, enabling Sineng's systems to increase power output by 32% within the same footprint. In benchmark testing, onsemi's module achieved a 0.07% efficiency improvement and reduced losses by 225 W in a 320 kW solar inverter configuration. The collaboration aims to deliver high-performance solutions for renewable energy and AI infrastructure markets. Onsemi's F5BP package modules reduce power dissipation by up to 8% and switching losses by 10% compared to previous generations.

Infineon and Subaru partner on next-generation ADAS safety and real-time vehicle control. Published: 3.18.2026. Key takeaways. * Infineon and Subaru are collaborating on an automotive MCU for an integrated ECU in future Subaru vehicles. * Subaru plans to use Infineon's AURIX TC4x in an ECU coordinating next-generation EyeSight, vehicle motion control, and AWD control. * Infineon says the MCU will help deliver faster, more reliable processing of data from camera, radar, and other sensors shifting toward centralized, safety-critical compute in ADAS and software-defined vehicles. Infineon and Subaru are deepening their collaboration on automotive safety, with a new design partnership centered on the microcontroller that will help power future Subaru ADAS and vehicle motion control. According to the two companies, the effort focuses on an automotive MCU that will be installed in an integrated electronic control unit coordinating next-generation EyeSight and vehicle motion functions in future Subaru vehicles. Subaru said it has been working with Infineon from the early development stage of the AURIX TC4x to optimize the chip's design specifications. The automaker plans to use the MCU in an integrated ECU that coordinates next-generation EyeSight, vehicle motion control, and all-wheel drive control. This architecture is intended to further evolve ADAS and vehicle dynamics control while improving the fundamentals of "driving, turning, and stopping." The AURIX TC4x is positioned as the main controller for next-generation ADAS functions inside that ECU. The company said the MCU enables real-time sensor data fusion, decision-making, and control using inputs from camera, radar, and other sensors, helping deliver faster and more reliable driver assistance functions. Infineon also said the TC4x combines up to six cores at 500 MHz in lockstep operation and supports automotive functional safety up to ASIL-D as safety-oriented compute increasingly required in modern vehicles. The announcement also fits Subaru's broader push to modernize its vehicle electronics, developing its new E/E architecture that can be shared across battery electric vehicles, gasoline vehicles, and hybrid vehicles, while aiming for "ultra-low latency and low power consumption" in vehicle-control computation. Automakers are increasingly focused on how quickly and reliably a vehicle can process sensor inputs and translate them into safe control actions across braking, steering, stability, and traction-related systems. This collaboration with Infineon also appears to be part of Subaru's broader next-generation EyeSight roadmap. In 2024, Subaru announced a separate collaboration with AMD to design an SoC that integrates stereo-camera recognition processing with AI inference for future EyeSight systems. Later that year, Subaru also announced a collaboration with onsemi on optimized image sensors for next-generation EyeSight. Taken together, these moves suggest Subaru is building a more integrated ADAS stack spanning perception, AI inference, and real-time vehicle control. The trend points to rising importance for automotive-grade MCUs that combine functional safety, real-time performance, cybersecurity, and strong in-vehicle networking support. Subaru has publicly tied its technology roadmap to a goal of zero fatal road accidents in 2030, and its official safety materials show the company is using fatal-accident analysis to guide future development priorities. In that context, tighter integration between ADAS and vehicle motion control is not just a feature upgrade, reflecting a broader push to reduce latency, improve system-level reliability, and strengthen the vehicle's ability to respond correctly in real-world driving conditions. Stay up to date Read industry news, product offers, and events. Join email list